earnings
confidence high
sentiment positive
materiality 0.80
Etsy Q4 revenue $717.1M (+16.2% YoY), net income $161.6M, record GMS $4.2B
ETSY INC
2021-FY EPS reported
$3.40
revenue$2,329,114,000
- Consolidated GMS record $4.2B, +16.5% YoY; Etsy marketplace GMS $3.8B, +11.8% YoY.
- Net income $161.6M (+8.8% YoY), diluted EPS $1.11; Adjusted EBITDA $218.8M, margin 31%.
- Acquired ~10M new buyers in Q4; habitual buyers grew 26% YoY.
- Full-year revenue and GMS both grew over 30% YoY.
- Q4 stock repurchases of ~$68M; cash & investments $1.1B.